Yodil says OneSource provides the ability to build custom quote presentations tailored to customer needs, to compare and recommend up to three carrier policies, and to adjust agency-based financing offers accordingly.
In addition, Yodil says the product also manages alerts, reminding agents if customers owe money on policies, letting managers know when they need to take action on a policy or review the discounts offered; provides information about the quotes offered, recommended and sold by each agent; and uploads finance documents at time of sale, or sets a reminder to upload documents at a later time.
